Reboot Your Portfolio: 9 Steps to Successful Investing with ETFs

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A step-by-step guide to a proven, simple, low-cost strategy that beats the performance of most professional money managers.

With low-cost alternatives and low trading costs widely available to the average investor, why do Canadians still struggle to manage their money effectively?

Many stubbornly believe that successful investing is about outsmarting the market and forecasting the economy, even though these strategies routinely fail. So, we focus on the wrong things - such as short-term market moves, or which stocks to buy - and take inappropriate risks, losing sight of the fact that a portfolio is simply a tool to help us achieve our goals: buying a house, saving for a comfortable retirement, or a university education for our kids.

Whether your nest egg is $1,000 or $1 million, Reboot Your Portfolio is the roadmap you need to take control of your investments, shake off your bad habits, reduce your money stress, and enjoy the financial future you deserve.
* Offers a simple nine-step approach to building a low-cost, low-maintenance, diversified portfolio of exchange-traded funds (ETFs).
* Covers all the steps you need to know to set financial goals, select ETFs, open accounts and place orders, build and maintain your portfolio, and stick with your plan for the long haul.
* Written by an award-winning journalist and the creator of Canadian Couch Potato, one of the longest-running and most popular financial blogs in the country.

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ppp101 Personal Pension Planning For Corporate Owner-Managers

$895

Knowledge Bureau

In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a powerful tool to deal with wealth succession, business succession, and tax optimization within a corporate environment.

ppp102 Investment Tax Strategies

$895

Knowledge Bureau

This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.

ppp103 Tax Efficient Retirement Income Planning

$895

Knowledge Bureau

This course marries tax and financial planning competencies in order to help clients adequately fund tax-efficient income requirements by accumulating, growing, preserving and transitioning wealth through three phases of retirement—pre-retirement, in-retirement and post-retirement.

This course allows advisors to develop a consistent process for multi-generational planning that looks at tax efficiency of both income and capital left for spouses and heirs, using cutting edge tools to predict how sustainable savings will be and what can be done through income averaging, income splitting and tax deferral.

ppp104 Succession Planning for Owner-Managers

$895

Knowledge Bureau

This course will help advisors become valuable resources to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business. It focuses on roles and financial issues, from both the perspectives of a business leader and successor. It also addresses the impact of succession on employees and the business as a whole, and succession of the business to third parties.

ppp105 Behavioural Finance in Risk Management

$895

Knowledge Bureau

This course reviews the measurement and calculation of risk and return from the perspective of clients who are now living longer lives. Largely due to advances in preventing heart disease, more awareness, and healthy lifestyles, Canadians who reach age 65 are more likely than ever to live into their 90s. As a result, retirement income planning is a much longer process in which a focus on continued accumulation and investing is as important as the tax-efficient withdrawal of funds. Capital must be preserved at the same time.

ppp106 Planning with Trusts

$895

Knowledge Bureau

This course provides a detailed primer in the subject area featuring common true to life scenarios because every financial advisor who discusses tax, financial or investment plans with clients should have a basic understanding of the taxation of trusts in order to discuss estate planning options with clients.

ppp201 The Smith Manoeuvre and the Personal Pension Plan

$895

Smith Consulting

This course will give you a solid understanding of The Smith Manoeuvre tax-deductible mortgage strategy and how it can help your clients not only generate personal wealth from their mortgage but can also significantly augment the growth of your client’s Personal Pension Plan and corporation.